Richardson Financial Services’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Richardson Financial Services’s Portfolio BBMC Stock Details BBMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-73	Closed	-$6.58K	–	612
2025 Q1	$6.58K	Sell	73 -626	-90%	-$60.4K	0.01%	435
2024 Q4	$67.2K	Buy	699 +642	+1,126%	+$63.3K	0.05%	229
2024 Q3	$5.02K	Hold	57	–	–	﹤0.01%	455
2024 Q2	$5.02K	Buy	57 +4	+8%	+$354	﹤0.01%	441
2024 Q1	$4.9K	Sell	53 -11	-17%	-$950	﹤0.01%	466
2023 Q4	$5.42K	Buy	+64	New	+$4.91K	﹤0.01%	356

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Richardson Financial Services's BBMC Position: Q2 2025 in Review

Richardson Financial Services sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2025, closing a stake of 73 shares — an estimated $6.58K sold.

Richardson Financial Services first reported a position in BBMC in Q4 2023 and held it in 6 quarters. The position peaked at $67.2K in Q4 2024. 41 funds tracked by Wall St. Rank hold BBMC as of Q2 2025.

Richardson Financial Services reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Richardson Financial Services sold 73 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2025, an estimated $6.58K.
Richardson Financial Services first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and held it in 6 quarters.
Richardson Financial Services's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $67.2K in Q4 2024.
41 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.